2018 Undergraduate Courses
  • Students are to follow the requirements of the Handbook for the year they commenced the course.

    However, the subject links below do not contain the subject information for the current year. You can view current subject information through the new Course Handbook.

Financial Planning Major | 2018

This major is particularly applicable to those who wish to pursue a career within the financial services industry by gaining professional qualifications in the areas of providing financial planning and financial advice to clients. The areas of service provision are very wide including investment and asset portfolio construction and advice, superannuation, retirement and estate planning and associated services. In Australia, the Financial Planning Association of Australia is the relevant professional body.

Subjects Required for Major Study

The major study has the additional requirements that the following subjects be completed from the elective list: CSIT110, LAW 101, MGNT110, MARK101, ACCY228, FIN 252, FIN 320, FIN 328 and FIN 329. Students must complete FIN 423 in place of FIN 323, and the Honours project INFO401 must be in the area of mathematical or statistical aspects of financial planning.

Subject Code Subject Name Credit Points Session(s)
Year 1
ACCY111Accounting Fundamentals In Society6Autumn, Spring
ECON100Economic Essentials for Business6Autumn, Spring
MATH187Mathematics 1: Algebra and Differential Calculus6Autumn
ACCY112Accounting In Organisations6Autumn, Spring, Summer 2017/2018
ECON102Economics and Society6Autumn, Spring
MATH100Introduction to Mathematics6Autumn
MATH188Mathematics 2: Series and Integral Calculus6Spring
CSIT110Fundamental Programming with Python6Autumn
MATH123Discrete Mathematics and Difference Equations6Spring
Year 2
FIN 222Corporate Finance6Autumn, Spring
FIN 252Personal Finance6Autumn
MATH201Multivariate and Vector Calculus6Autumn
STAT231Probability and Random Variables6Autumn
FIN 223Investment Analysis6Autumn, Spring
FIN 322Advanced Corporate Finance6Spring
MATH202Differential Equations 26Spring
STAT232Estimation and Hypothesis Testing6Spring
Year 3
LAW 101Law, Business and Society6Autumn
FIN 328Retirement and Estate Planning6Autumn
MATH203Linear Algebra6Autumn
MGNT110Introduction to Management6Autumn, Spring, Summer 2017/2018
ACCY228Taxation for Financial Planners6Spring
FIN 320Risk and Insurance6Spring
MARK101Marketing Principles6Autumn, Spring, Summer 2017/2018
STAT332Linear and Generalised Linear Models6Spring
Year 4
MATH407Research Methods6Autumn
MATH317Financial Calculus6Autumn
INFO401Mathematics and Finance Honours Project12Annual, Spring 2017/Autumn 2018
ECON331Financial Economics6Spring
FIN 329Advanced Financial Planning6Spring
FIN 423Portfolio Management6Trimester 3
Plus ONE subject from the List of Electives (see BMathFin(Hons))

Entry Requirements & Credit Arrangements

Information on academic and English language requirements, as well as eligibility for credit for prior learning, is available from the Course Finder.

Other Information

For further information email: eis@uow.edu.au

Last reviewed: 24 November, 2017